Method and apparatus for long-range planning
First Claim
1. A computer-implemented method for determining at least one effect of an agent staffing plan for a long-range period that is more than a month in the future, comprising:
- receiving, at a computer, a definition for each of a plurality of agent profiles comprising a group of agents that have similar characteristics, and wherein the definition includes the similar characteristics, including at least one skill, at least one performance measure, and at least one attribute specifying an amount of change in the number of agents in the group during a specified time period, wherein there is an available work associated with each agent in each of the agent profiles;
defining a plurality of work loads;
specifying at least one criteria to be satisfied by a long-range staffing plan, wherein the plan covers a period that is more than a month in the future; and
calculating at least one effect of applying the plurality of agent profiles to the plurality of work loads while satisfying the at least one criteria, wherein the calculated effect includes at least one performance measure for the plurality of work loads, wherein the calculation is performed by a computer,wherein the calculating comprises;
adding a first agent from one of the agent profiles to a proposed schedule, wherein the proposed schedule is for servicing the plurality of work loads over a predefined time period;
after adding the first agent, calculating an effect of adding the first agent as if the first agent is the only agent being added, wherein adding the first agent includes distributing the available work associated with the first agent among the plurality of work loads;
after calculating the effect of adding the first agent, adding an another agent from one of the agent profiles to the proposed schedule;
after adding the another agent, calculating an effect of adding the another agent as if the another agent is the only agent that will be added; and
alternately adding agents and calculating effects comprising;
adding additional other agents from the agent profiles to the proposed schedule one at a time and calculating the effects of adding the additional other agents one at a time as if each additional other agent is the only agent that will be added until the available work for every agent in the plurality of agent profiles has been distributed.
15 Assignments
0 Petitions
Accused Products
Abstract
A method and apparatus for long-range planning. One embodiment includes a method for long-range planning for staffing in a complex environment, such as a contact center. The method includes defining at least one employee profile, wherein an employee profile comprises a group of employees that have the same skills, and wherein defining comprises specifying characteristics, including a skill set and an efficiency percentage. The method further includes defining at least one queue, specifying at least one criteria to be satisfied by a long-range staffing plan, and calculating an effect of staffing the at least one queue with the at least one employee profile, wherein the calculated effect includes a service level for the at least one queue, and an effective cost per hour.
77 Citations
41 Claims
-
1. A computer-implemented method for determining at least one effect of an agent staffing plan for a long-range period that is more than a month in the future, comprising:
-
receiving, at a computer, a definition for each of a plurality of agent profiles comprising a group of agents that have similar characteristics, and wherein the definition includes the similar characteristics, including at least one skill, at least one performance measure, and at least one attribute specifying an amount of change in the number of agents in the group during a specified time period, wherein there is an available work associated with each agent in each of the agent profiles; defining a plurality of work loads; specifying at least one criteria to be satisfied by a long-range staffing plan, wherein the plan covers a period that is more than a month in the future; and calculating at least one effect of applying the plurality of agent profiles to the plurality of work loads while satisfying the at least one criteria, wherein the calculated effect includes at least one performance measure for the plurality of work loads, wherein the calculation is performed by a computer, wherein the calculating comprises; adding a first agent from one of the agent profiles to a proposed schedule, wherein the proposed schedule is for servicing the plurality of work loads over a predefined time period; after adding the first agent, calculating an effect of adding the first agent as if the first agent is the only agent being added, wherein adding the first agent includes distributing the available work associated with the first agent among the plurality of work loads; after calculating the effect of adding the first agent, adding an another agent from one of the agent profiles to the proposed schedule; after adding the another agent, calculating an effect of adding the another agent as if the another agent is the only agent that will be added; and alternately adding agents and calculating effects comprising;
adding additional other agents from the agent profiles to the proposed schedule one at a time and calculating the effects of adding the additional other agents one at a time as if each additional other agent is the only agent that will be added until the available work for every agent in the plurality of agent profiles has been distributed. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 26, 33, 34, 35)
-
-
10. A system for determining at least one effect of an agent staffing plan for a long-range period that is more than a month in the future, wherein the multi-contact center processes a plurality of contact queues comprising a plurality of contact media, the system comprising:
-
at least one server comprising at least one storage device; and at least one client processor coupled to the server through a network, wherein the client processor is coupled to a plurality of storage devices, including a storage device that stores instructions that, when executed, cause the at least one client processor to, receive a definition of at least one employee profile, wherein an employee profile comprises a group of employees that have similar characteristics, wherein the characteristics include a skill set and an efficiency percentage, and at least one attribute specifying a change in the number of employees in the group during a specified time period; receive a definition of a plurality of queues, wherein at least one queue of the plurality of queues handles a plurality of contacts through a plurality of contact media; receive a specification of at least one criteria to be satisfied by a long-range staffing plan, wherein the plan covers a period that is more than a month in the future; and calculate at least one effect of staffing the plurality of queues with the at least one employee profile while satisfying the at least one criteria, wherein the calculated effect includes a service level for the plurality of queues, wherein calculating comprises; adding a first employee from the at least one profile to a proposed schedule, wherein the proposed schedule is for servicing the plurality of queues over a predefined time period; after adding the first employee, calculating an effect of adding the first employee while considering the first employee to be the only employee from the at least one profile that is added, wherein adding the first employee includes distributing the available work associated with the first employee among the plurality of queues; after calculating the effect of adding the first employee, adding an another employee from the at least one profile to the proposed schedule; after adding the another employee, calculating an effect of adding the another employee as if the another employee is the only employee that will be added; and alternately adding employees and calculating effects comprising;
adding additional employees from the at least one profile to the proposed schedule one at a time and calculating effects of adding each additional employee while considering each additional employee as if that additional employee is the only employee that will be added until available work for every employee from the at least one profile has been distributed. - View Dependent Claims (11, 12, 13, 14, 15, 16, 36, 37, 38, 39)
-
-
17. An electromagnetic medium containing executable instructions which, when executed in a processing system, cause the system to generate effects of a proposed long-range staffing plan for a long-range period that is more than a month in the future, wherein generating comprises:
-
defining at least one employee profile, wherein an employee profile comprises a group of employees that have the same skills, and wherein defining comprises specifying characteristics, including a skill set, an efficiency percentage, and at least one attribute specifying a change in the number of employees in the group during a specified time period; defining a plurality of queues; specifying at least one criteria to be satisfied by a long-range staffing plan; and calculating at least one effect of staffing the plurality of queues with the at least one employee profile while satisfying the at least one criteria, wherein the calculated effect includes a service level for the plurality of queues, wherein the calculating comprises; adding a first employee from the at least one profile to a proposed schedule, wherein the proposed schedule is for servicing the plurality of queues over a predefined time period, wherein adding the first employee includes distributing available work associated with the first employee among the plurality of queues; after adding the first employee, calculating an effect of adding the first employee, while considering the addition of the first employee to be independent of adding any other employees from the at least one profile; after calculating the effect of adding the first employee, adding an another employee from the at least one profile to the proposed schedule; after adding the another employee, calculating an effect of adding the another employee taking into account the effect of having added the first employee; and alternately adding employees and calculating effects comprising;
adding additional employees from the at least one profile to the proposed schedule one at a time and calculating effects of adding each additional employee while considering the addition of each additional employee to be independent of adding any other employees from the at least one profile until available work for every employee from the at least one profile has been distributed. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24, 25, 40, 41)
-
-
27. The method of 26, wherein each agent profile further is associated with a headcount, an hours-per-month, a number of queues worked by the profile, a total effective Erlangs performed by one agent in the agent profile, and wherein the redistributing work step further comprises:
redistributing work among the agent profiles by computing the plurality of Erlang-by-queue factors for each agent profile based on the associated headcount, the hours-per-month, the number of queues worked by the profile, and the total effective Erlangs.
-
28. The method of 27, wherein each queue is further associated with a bunching variable, wherein each profile is further associated with a plurality of queue scaling factors, and computing the plurality of Erlang-by-queue factors for each agent profile further comprises:
-
computing each queue scaling factor based on the corresponding queue bunching variable, the corresponding queue remaining load, and a previous scaling factor; computing an Erlangs-to-Contribute for the agent profile based on the associated agent profile headcount, hours-per-month, and number of queues worked by the profile; and computing each of the plurality of Erlang-by-queue factors by multiplying the corresponding queue scaling factor by the computed Erlangs-to-contribute.
-
-
29. The method of 26, wherein each queue is further associated with an expected service level, a call volume, an average handle time, a remaining load and a net staffing, and wherein the recalculating load step further comprises:
recalculating load remaining for each of the plurality of queues by computing the net staffing and remaining load associated with each queue, wherein the net staffing is produced by summing across all profiles the Erlang-by-queue factor of the queue being computed, and wherein the remaining load is based on the queue call volume, the queue average handle time, and the queue expected service level.
-
30. The method of 29, wherein the recalculating load step further comprises:
calculating the queue expected service level based on the queue net staffing, the queue average handle time, a queue call rate, and a queue goal-seconds.
-
31. The method of 26, wherein each queue is associated with an occupancy, wherein agent profile is further associated with a load and an hours-per-month, and further comprising the steps of:
-
initializing each agent profile load to zero; for each agent profile, iterating through each queue for which the profile is set to answer and adding to the agent profile load the remaining load associated with the iterated queue, multiplied by a percentage of the net staffing associated with the iterated queue to which the agent profile contributes; and for each agent profile, computing the agent profile occupancy by dividing the agent profile load by the agent profile headcount multiplied by the agent profile hours-per-month.
-
-
32. The method of 31, further comprising the steps of:
-
computing an occupancy for each queue by dividing queue remaining load by queue net staffing; and for each agent profile, bounding the agent profile occupancy by the highest value of queue occupancy in the plurality of queues.
-
Specification